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Boomfish Wealth Group’s Lockheed Martin LMT Stock Holding History

Boomfish Wealth Group’s Portfolio LMT Stock Details LMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.28M Sell
5,424
-309
-5% -$190K 1.75% 14
2025
Q4 		$2.77M Sell
5,733
-4
-0.1% -$1.91K 1.48% 26
2025
Q3 		$2.86M Buy
5,737
+367
+7% +$167K 1.54% 25
2025
Q2 		$2.49M Buy
5,370
+149
+3% +$69.7K 1.44% 29
2025
Q1 		$2.33M Buy
5,221
+273
+6% +$126K 1.51% 30
2024
Q4 		$2.4M Buy
4,948
+224
+5% +$122K 1.46% 22
2024
Q3 		$2.76M Sell
4,724
-337
-7% -$181K 1.69% 15
2024
Q2 		$2.36M Sell
5,061
-38
-0.7% -$17.6K 1.53% 25
2024
Q1 		$2.32M Buy
5,099
+461
+10% +$202K 1.56% 22
2023
Q4 		$2.1M Buy
+4,638
New +$2.05M 1.52% 29

Other funds holding LMT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Boomfish Wealth Group's LMT Position: Q1 2026 in Review

Boomfish Wealth Group reduced its Lockheed Martin (LMT) stake by 5.4% in Q1 2026, selling an estimated $190K and leaving 5,424 shares worth $3.28M. The position accounts for 1.75% of the portfolio, ranked #14.

Boomfish Wealth Group first reported a position in LMT in Q4 2023 and has held it in 10 quarters since. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Boomfish Wealth Group held 5,424 shares of Lockheed Martin worth $3.28M as of Q1 2026.
  • Boomfish Wealth Group sold 309 Lockheed Martin shares in Q1 2026, an estimated $190K.
  • Lockheed Martin made up 1.75% of Boomfish Wealth Group's portfolio in Q1 2026, its #14 holding.
  • Boomfish Wealth Group first reported a position in Lockheed Martin in Q4 2023 and has held it in 10 quarters since.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Boomfish Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.